The most striking trend of the past month is the sharp decline in bond yields.
Our expert, Johan Gallopyn, analyzes the events on the bond market and also looks at developments on the equity, currency and commodity markets.
Equities performed very weakly in December, resulting in a year which posted a loss overall.
Our expert, Johan Gallopyn, takes stock of the previous month and the year 2018 in terms of the equity, bond, currency and commodity markets.
Besides ‘traditional’ topics such as the trade conflict and Brexit, the currency depreciation raging in a number of emerging markets and the Italian budget saga defined the fortunes of equity, fixed-income and currency markets.
The resurgence of the trade dispute, central banks, Italy, OPEC, etc. - numerous events affected the market in June.
Our expert, Johan Gallopyn, outlines the implications for the equity, bond and currency markets over the past month.